Berman Capital Advisors’s Prudential PUK Stock Holding History

Berman Capital Advisors’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$29K	Buy	755 +46	+6%	+$1.78K	﹤0.01%	869
2021 Q2	$26K	Buy	709 +18	+3%	+$737	﹤0.01%	816
2021 Q1	$28K	Buy	691 +27	+4%	+$1.03K	0.01%	678
2020 Q4	$23K	Buy	664 +71	+12%	+$2.18K	0.01%	629
2020 Q3	$16K	Hold	593	–	–	﹤0.01%	655
2020 Q2	$17K	Buy	593 +274	+86%	+$7.25K	﹤0.01%	597
2020 Q1	$7K	Buy	319 +237	+289%	+$7.55K	﹤0.01%	794
2019 Q4	$3K	Buy	82 +4	+5%	+$141	﹤0.01%	1127
2019 Q3	$2K	Sell	78 -475	-86%	-$17.7K	﹤0.01%	1214
2019 Q2	$23K	Buy	553 +88	+19%	+$3.66K	0.01%	477
2019 Q1	$18K	Buy	465 +444	+2,114%	+$17.1K	0.01%	483
2018 Q4	$0	Buy	+21	New	+$803	﹤0.01%	1234

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CQS

Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Berman Capital Advisors's PUK Position: Q3 2021 in Review

Berman Capital Advisors increased its Prudential (PUK) stake by 6.5% in Q3 2021, buying an estimated $1.78K and bringing the position to 755 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Berman Capital Advisors first reported a position in PUK in Q4 2018 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold PUK as of Q3 2021.

Berman Capital Advisors held 755 shares of Prudential worth $29K as of Q3 2021.
Berman Capital Advisors bought 46 Prudential shares in Q3 2021, an estimated $1.78K.
Prudential made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #869 holding.
Berman Capital Advisors first reported a position in Prudential in Q4 2018 and has held it in 12 quarters since.
174 funds tracked by Wall St. Rank held Prudential as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.